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You’ve heard the phrase, “if it sounds too good to be true, it probably is”? Not everything you see online is good advice, especially when it comes to personal finance tips from self-proclaimed “finfluencers”. Joe Anderson, CFP®, and Big Al Clopine, CPA, expose what’s hype, what’s harmful, and how to protect your retirement from bad […]
Scammers use tactics to infiltrate our lives, often targeting our financial security in increasingly sophisticated ways. Pure’s Financial Advisor, Kamel Miqdadi, CFP® identifies common scams and shares strategies to help avoid them. Transcript Seems like scams are everywhere these days: phone calls, texting, emails. So how can you avoid getting scammed? Well, before we can […]
Social Security is a benefit many people eagerly anticipate after retirement. However, safeguarding yourself against related scams is crucial. Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, outlines common warning signs and the tactics scammers employ to help you protect your finances. FREE GUIDE | Social Security Handbook Transcript Today we’re going to discuss Social […]
Are you confident about spotting scams online or in phishing emails? If there’s a bit of uncertainty or tech discomfort, don’t worry – you’re not alone! Taking the time to learn about common scams, understanding tactics, and adopting to best practices for online security can improve your digital safety. Watch this webinar with Cynthia Stewart, […]
Julia Wang from ValuePenguin.com tells us which holiday scams are all the rage this season – and how to be smarter than the scammers. Joe and Al answer questions about Roth conversions, Medicare premiums, RMDs, and taxes; doing a 1031 exchange for rental real estate when you don’t really want the property, and what your […]
